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Services

Costanzo & Pepper, CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Costanzo & Pepper, CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

At Costanzo & Pepper, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liability, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in the tax code. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Costanzo & Pepper, CPAs's accounting services steer you closer to these goals.

We can provide you with the services you need, including:

  • Initial design and implementation of accounting systems
  • Evaluate effectiveness of current accounting systems and procedures
  • Training support for your staff
  • Payroll processing, including payroll tax returns and W-2 preparation

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Costanzo & Pepper, CPAs's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a proper plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss. We maintain relationships with various attorneys who specialize in estate planning in order to facilitate your plan.

Litigation Support and Forensic Accounting

Costanzo & Pepper, CPAs litigation support services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records. Financial and personal records are often vast and confusing to sort through. We can make sense of these records and transactions and provide you with the assistance you need.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Costanzo & Pepper, CPAs can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

QuickBooks Accounting Help and Assistance

We have staff that has been certified by Intuit as members of the Intuit Certified Proadvisors program. We have been using and installing Quickbooks for many years, and have experience in setting up the software properly for many types of businesses. We have implemented the software for both the Windows and Mac platforms as well as the Quickbooks Online versions.

Costanzo & Pepper, CPAs offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of an improper setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting professional to review your transactions and make adjusting journal entries as required to prepare accurate year-end tax returns. Reviews may be conducted at any time, but monthly, quarterly and/or annual reviews provide you with up-to-date information and feedback about your business.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Costanzo & Pepper, CPAs can work with your IT professional to provide support assistance in choosing and implementing new hardware or network systems.

Payroll Services

Costanzo & Pepper, CPAs's payroll services can help you reduce the time spent on administration through developing and implementing a payroll system that will fit the size of your company and facilitate the processing, timely payment and reporting of payroll information.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. To a business entity, cash flow is something that can make or break the business' ability to survive. Costanzo & Pepper, CPAs can provide you with practical suggestions in order to improve your company’s cash flow.

Business Valuation

The range of needs for valuing businesses continues to widen, and Costanzo & Pepper, CPAs can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships. There are so many factors that contribute to the perceived value of a business. We can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Costanzo & Pepper, CPAs can provide professional know-how to help you successfully structure and negotiate the deal. Costanzo & Pepper, CPAs employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our advice, you can make the right business decisions for your business for optimum success.

Debt and Finance Advising

Whether your needs are corporate or personal, Costanzo & Pepper, CPAs's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

International Taxation

We have clients that work and/or live overseas. In addition, we have clients that come to the U.S. on temporary work visas. Taxation issues in these situations can be complex. We can help you work out these complexities and make sure you are in compliance with our federal and state taxation and reporting requirements. Whether you're a U.S. resident working abroad or a nonresident alien working in the U.S., Costanzo & Pepper, CPAs can help you plot a course through the maze of cross-border taxation issues.


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